Purchases and Sales Made in Q4 2024 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST US EQUITY OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-327- 12.33% |
$35.8K - $43.1K
|
2.33K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-354- 16.95% |
$38.7K - $46.7K
|
1.74K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-437- 5.67% |
$47.8K - $57.6K
|
7.27K
$846K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 84.19% |
$55.3K - $66.7K
|
95
$11.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-519- 4.26% |
$56.8K - $68.5K
|
11.7K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-565- 19.13% |
$61.8K - $74.5K
|
2.39K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-657- 14.79% |
$71.9K - $86.7K
|
3.79K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-668- 67.41% |
$73.1K - $88.1K
|
323
$37.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-678- 5.5% |
$74.2K - $89.4K
|
11.7K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$235K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 3.28% |
$102K - $123K
|
27.5K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-999- 3.0% |
$109K - $132K
|
32.3K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 11.07% |
$118K - $142K
|
8.64K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.13K- 6.19% |
$123K - $148K
|
17.1K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.13K- 1.1% |
$123K - $149K
|
101K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 30.62% |
$129K - $156K
|
2.68K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2K- 99.92% |
$131K - $158K
|
1
$116
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.45K- 31.8% |
$158K - $191K
|
3.11K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 18.42% |
$161K - $194K
|
6.52K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.48K- 2.13% |
$162K - $195K
|
67.8K
$7.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.69K- 5.47% |
$185K - $223K
|
29.2K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.94K- 4.61% |
$212K - $255K
|
40.1K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.65K- 53.35% |
$290K - $350K
|
2.32K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 3.47% |
$342K - $412K
|
86.8K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.61K- 66.57% |
$395K - $476K
|
1.81K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 8.73% |
$534K - $644K
|
51K
$5.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.89K- 2.25% |
$644K - $776K
|
255K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.12K- 17.38% |
$670K - $807K
|
29.1K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.68K- 34.34% |
$1.06M - $1.28M
|
18.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.3K- 17.13% |
$1.13M - $1.36M
|
49.8K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 15.22% |
$1.2M - $1.44M
|
60.9K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.1K- 21.96% |
$1.22M - $1.47M
|
39.5K
$4.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.5K- 4.98% |
$1.59M - $1.92M
|
277K
$32.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19K- 39.83% |
$2.08M - $2.51M
|
28.7K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 67.13% |
$2.85M - $3.44M
|
12.8K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.8K- 59.12% |
$3.37M - $4.06M
|
21.3K
$2.48M
|